Investment Analyst, 401K Advisors - Aliso Viejo, CA
A national retirement plan consulting firm based in Orange County, California, seeks qualified candidates for its Investment Research team to participate in the investment due diligence process, conduct investment due diligence activities and research money managers in order to assist the firm's Plan Consultants/Advisors and Plan Sponsor clients. Candidate would participate in the recommendation of hiring, terminating or "watch-listing" money managers based on the information gathered throughout the investment due diligence process and also assist with other related duties including system reporting, fund fact sheets, investment policy statements, investment related research reports, asset allocation modeling and other various ad-hoc investment reporting.
Interested candidate must have strong interpersonal and communication skills due to the high level of involvement with investment managers and clients. Position requires a bachelor's degree. A CFA level II candidate is preferred. Familiarity with MPI Stylus, Zephyr, and Morningstar is a plus. Some travel is required.
If interested, please send cover letter and resume to firstname.lastname@example.org